Montana Sample Letter for Closing of Estate with no Distribution

• Category: Letters - Legal - Estates
• State: Multi-State
• Control #: US-0683LTR
• Format: Word; Rich Text

Description

This form is a sample letter in Word format covering the subject matter of the title of the form. [Your Name] [Your Address] [City, State, ZIP] [Date] [Probate Court Clerk's Name] [Probate Court Address] [City, State, ZIP] RE: Estate of [Deceased's Full Name], Deceased Probate Case No: [Probate Case Number] Dear [Probate Court Clerk's Name], I, [Your Name], the appointed Personal Representative for the Estate of [Deceased's Full Name], hereby request the closure of the estate without distribution, pursuant to the Montana probate laws. I have fulfilled all my duties and responsibilities as the Personal Representative, including but not limited to: 1. Inventory and Appraisal: I meticulously prepared an inventory of all assets, properties, and personal belongings belonging to the deceased as required by the law. This inventory was duly filed with the court and verified for accuracy. 2. Notice to Creditors: I provided proper notification to all known creditors of the deceased. The creditor claims period has expired without any pending claims or disputes remaining. 3. Payment of Debts: All legitimate debts of the deceased and administrative expenses of the estate have been promptly paid from the available estate assets. Attached to this letter is a detailed summary of all payments made, including invoices and receipts. 4. Final Tax Returns: I have filed all necessary federal and state income tax returns on behalf of the deceased and the estate. Copies of these tax returns are enclosed herewith. 5. Distribution Plan: A distribution plan has not been proposed due to the absence of any designated beneficiaries or legatees under the will, and the estate does not have any intestate heirs. There are no individuals or entities entitled to receive any portion of the estate as per the Montana laws of intestate succession. Considering the above, I hereby request the court to close the probate proceedings for the Estate of [Deceased's Full Name], without distribution of the assets among beneficiaries. Enclosed, please find the following documents in support of this request: — Verified inventory and appraisal of assets — Affidavit of notice to creditors with proof of publication — Summary of all expenses and payments made from estate assets — Copies of all filed tax return— - Evidence supporting the absence of designated beneficiaries or intestate heirs Please review these documents and notify me if any additional information or forms are required to conclude this matter. I appreciate your prompt attention to this request. Thank you for your assistance throughout the probate process. Sincerely, [Your Name] [Your Contact Information]

[Your Name] [Your Address] [City, State, ZIP] [Date] [Probate Court Clerk's Name] [Probate Court Address] [City, State, ZIP] RE: Estate of [Deceased's Full Name], Deceased Probate Case No: [Probate Case Number] Dear [Probate Court Clerk's Name], I, [Your Name], the appointed Personal Representative for the Estate of [Deceased's Full Name], hereby request the closure of the estate without distribution, pursuant to the Montana probate laws. I have fulfilled all my duties and responsibilities as the Personal Representative, including but not limited to: 1. Inventory and Appraisal: I meticulously prepared an inventory of all assets, properties, and personal belongings belonging to the deceased as required by the law. This inventory was duly filed with the court and verified for accuracy. 2. Notice to Creditors: I provided proper notification to all known creditors of the deceased. The creditor claims period has expired without any pending claims or disputes remaining. 3. Payment of Debts: All legitimate debts of the deceased and administrative expenses of the estate have been promptly paid from the available estate assets. Attached to this letter is a detailed summary of all payments made, including invoices and receipts. 4. Final Tax Returns: I have filed all necessary federal and state income tax returns on behalf of the deceased and the estate. Copies of these tax returns are enclosed herewith. 5. Distribution Plan: A distribution plan has not been proposed due to the absence of any designated beneficiaries or legatees under the will, and the estate does not have any intestate heirs. There are no individuals or entities entitled to receive any portion of the estate as per the Montana laws of intestate succession. Considering the above, I hereby request the court to close the probate proceedings for the Estate of [Deceased's Full Name], without distribution of the assets among beneficiaries. Enclosed, please find the following documents in support of this request: — Verified inventory and appraisal of assets — Affidavit of notice to creditors with proof of publication — Summary of all expenses and payments made from estate assets — Copies of all filed tax return— - Evidence supporting the absence of designated beneficiaries or intestate heirs Please review these documents and notify me if any additional information or forms are required to conclude this matter. I appreciate your prompt attention to this request. Thank you for your assistance throughout the probate process. Sincerely, [Your Name] [Your Contact Information]